Steven Frankel
Steven Frankel
deal fell good panicked somebody stock strategic string strong
Adobe should have a very strong quarter, another in a string of strong quarters, ... The stock fell because somebody panicked about Microsoft. And the Macromedia deal makes good strategic sense.
creative document easier flash focused image imagine media render rich scenario
Macromedia is all about rich media and Adobe is about the creative professional focused on document workflows and image workflows, ... You can imagine a scenario where Flash makes it easier to render a PDF document on a handset.
business question
Dolby has the characteristics of a long-term winner. It's a question of when, not if, the business accelerates.
assume effect others quickly respond
We don't know yet what the long-term effect will be. You can assume the others will need to respond quickly to this news.